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The 2011 Retirement Income Products and Solutions Study

DSG's 12th Annual Study on Retirement Income Products and Solutions will determine how companies that are active in the retirement income arena have adapted to a new economic and market landscape. This study provides a comprehensive overview of emerging product concepts, management strategies, and corporate plans that address the need to provide viable retirement income solutions.

Leaders from the most prominent companies in the insurance, mutual fund and asset management segments of the financial services industry will provide information on their current situation, their most recent sales results, their impending product changes and their visions of where retirement income is heading over the next five years. This information will then be consolidated, analyzed, and presented in the comprehensive report.

Project Deliverables:

The study helps companies determine the state and direction of retirement income products and measure themselves against their competition. Topics include:

  • Retirement income product priorities.
  • Sales data and innovation trends.
  • The future of guaranteed living benefits.
  • The outlook for managed payout funds.
  • New and reconfigured products and product features.
  • New retirement income marketing practices and strategies.
  • Strengthening confidence among sales distribution and consumers.
  • Future product and market expectations and trends.
  • Which products and industry segments will grow, which will shrink.
  • The future prognosis for this market, as envisioned by industry thought leaders.

The study will include a survey to identify and examine key metrics and tactics for variable and fixed annuities, guaranteed living benefits, mutual fund industry solutions as well as the up and coming niche solutions. To enhance the survey results, the study also includes opinions and strategic perspectives from a series of in-depth interviews with select industry executives. DSG, having spent a decade reporting on this topic, will provide unique historical insights to when the retirement income market and its portfolio of solutions looked very different.

Obtaining the Retirement Income Products & Solutions Report:

For further information, please contact Borden Ayers by calling 610-989-1710, ext: 21 or by sending an e-mail to bordena@DSG-Network.com

 

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